Customer Service Agent (MS Excel Expert)

Responsibilities: Customer Service:

• Daily Input of customer transactions (Receipts / Orders/ … )
• Provides operational reports upon request.
• Caters to special order requests from customers.
• Prepares relevant documentation for transactions.
• Prepares billing breakdown and raises invoices in CFIT monthly.
• Supports team with backing up on other accounts when needed.
• Communicates with customers on daily operations.
• Escalates and aid in resolving operational issues.
• Maintains an organized and accurate system inventory for customers.
• Produces monthly KPI reports to be shared with customers.
• Follows up with customers for invoice approvals.

Relationships:

• Coordinates with Warehouse staff to receive and release shipments.
• Maintains excellent working relationship with customers by proactively responding to all enquiries in a courteous and efficient manner.
• Reports customer feedback to management, incl. any signs of dissatisfaction.
• Liaison between customer and warehouse in administration of account.
• Liaison between customer and office regarding invoicing and credit changes.

Clerical:

• Provides support with other miscellaneous projects, filing, and research.
• Oversees paperwork associated with orders and maintains corresponding files.
• Maintains a current and accurate procedures manual detailing the desk side processes undertaken to manage accounts.

Desired Candidate Profile

Qualifications:

A. Education – University Degree or equivalent

B. Experience - Minimum 2 years of experience in the distribution department at logistics company

• Previous experience in inventory control and/or distribution operations
• Fully proficient with various software applications (i.e.; MS Word, MS Excel, any WMS)
• Typing – 30 wpm.
• 10-key by touch.
• Displays ability to work independently with minimal supervision.
• Proactively communicated and suggests solutions.

C. Knowledge/ Skills: General office knowledge, including telephone techniques and computer skills, in a customer service environment is required. Effective communication

skills and good hearing is required. Attention to detail is essential. Bi-lingual abilities a plus.

D. Special Requirements: Must have excellent work habits. Must pass a background check, if applicable in state, region, or geography.